Nicole Redus is a financial advisor at United Planners Financial Services of America with 22 years of industry experience. She holds a Series 63 designation and has held leadership roles including President and CEO of Ascension Wealth Management and Redus Financial Group. She serves on the board of the National Underground Railroad Freedom Center and is a committee member of the Greater Cincinnati Foundation. United Planners Financial Services is a national wealth-management enterprise supporting a broad client base through a large network of independent advisors. The firm offers both advisory and brokerage services, with a notable focus on non-discretionary account management and a limited-partnership ownership structure.

Joseph Shults is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 66 designation and 24 years of industry experience. His prior experience includes roles at Ameriprise Financial Services, Inc. from 2002 to 2024 and LPL Financial. Outside of his advisory work, he is the owner of Joe Shults Photo LLC, a photography business. Wealth Enhancement Advisory Services manages over $122 billion in assets and offers financial planning, asset management, and retirement-plan consulting for individuals, high-net-worth clients, corporations, and retirement plans. The firm employs a diversified investment approach combining passive and active strategies, supported by an internal Investment Committee and a range of implementation tools and services.

Jaden Schlosser is a financial advisor at Mariner with a Series 65 designation. He has no prior industry experience before joining Mariner, where he has worked since 2025. His background includes employment at Cerity Partners and non-financial roles such as working at Mac & Joe's Bar and time spent at Miami University. Mariner serves a diverse client base including individuals, pension plans, trusts, and corporations through comprehensive investment management, financial planning, and retirement consulting. The firm utilizes a combination of in-house research and third-party managers to implement customized discretionary portfolios and offers integrated tax, accounting, and financial wellness services alongside traditional portfolio management.

Robert Siegmann is a financial advisor at Carson Wealth with 15 years of industry experience. He holds a Series 65 designation and has worked previously at Total Wealth Planning, LLC, and Financial Management Group Inc. Outside of advisory activities, he is an owner of rental properties. CWM, LLC operates an enterprise platform serving corporate, institutional, and high-net-worth clients through more than 650 advisors managing approximately $50.6 billion in assets. The firm offers discretionary asset management, financial planning, and retirement plan services, with an investment approach led by an Investment Committee that uses both fundamental and technical inputs to construct and monitor portfolios.

Shawn Patrick is a financial advisor with Transamerica Financial Advisors who holds Series 63 and Series 65 licenses and has 40 years of industry experience. He has worked at Transamerica Financial Advisors since 2012 and is also associated with WealthWave and Net Law Group Inc., where he provides estate document services such as wills and trusts. His professional activities include the sale of insurance and non-insurance products affiliated with Transamerica Financial Advisors. Transamerica Financial Advisors serves a broad client base, including individual investors, employer-sponsored retirement plans, trusts, estates, charitable organizations, and businesses. The firm employs a model portfolio approach, using third-party money managers and platform sub-advisors to implement investment strategies, supported by a large advisor network and multiple advisory programs.

Thomas Neess is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has worked with firms including LPL Financial, StoneX Advisors Inc., and Wrp Investments, Inc. Neess also operates an insurance agency as a sole proprietor. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, retirement plan consulting, and access to various managed account solutions. The firm’s fiduciary-based model combines client goal assessment with portfolio management or manager selection, utilizing both proprietary and third-party platforms and strategies.

Samuel Mathis is a CFP® with six years of industry experience, currently serving as a financial advisor at Janney Montgomery Scott in Cincinnati, OH. He has held roles at Janney Montgomery Scott since 2019 and previously worked at The Country Club and the University of Cincinnati. Janney Montgomery Scott is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves individuals, families, trusts, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering a wide range of brokerage, financial planning, and advisory services.

Arthur Ridder is a financial advisor at Fifth Third Securities, Inc. in Cincinnati, OH, with 12 years of industry experience. He holds Series 63 and Series 66 licenses. His prior work includes roles at PNC Capital Markets from 2015 to 2022. Fifth Third Securities serves a diverse client base including individuals, high-net-worth clients, and institutions through investment advisory and brokerage services. The firm offers multiple investment programs via the Passageway Managed Account Platform, providing options such as mutual funds, ETFs, SMA strategies, and tax-efficient solutions.

Michael Reagan is a financial advisor with Oppenheimer who holds Series 63 and Series 65 licenses and has 38 years of industry experience. He has worked at Oppenheimer since 2011 and previously held positions at Raymond James & Associates, Citigroup Global Markets, and Legg Mason Wood Walker. He serves as a volunteer class agent for Xavier University and is a board member of the Portage Point Resort condominium complex. Oppenheimer is a registered investment adviser and broker-dealer that serves individuals, corporations, pension and profit-sharing plans, charitable organizations, and pooled investment vehicles. The firm offers a range of advisory programs including asset management, consulting, and retirement services, delivering both discretionary and non-discretionary portfolio management.

David Junker is a financial advisor at Fifth Third Securities, Inc. in Cincinnati, Ohio, with 39 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Fifth Third Securities since 2010. Fifth Third Securities provides brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate and business clients, and institutional investors. The firm offers multiple discretionary managed-account programs and combines third-party portfolio managers, strategist portfolios, and advisor-managed sleeves, supported by a platform that includes direct indexing and tax-overlay services.

Terri Moniot is a financial advisor with Fifth Third Securities, Inc. in Cincinnati, Ohio, holding Series 63 and Series 66 designations and seven years of industry experience. Prior to joining Fifth Third, she worked for over two decades at Dr. Bobbie Hopes, Ph.D, L.L.C. Fifth Third Securities, Inc. serves a diverse client base including individuals, institutions, and trusts, offering investment advisory and brokerage services through multiple program types and third-party portfolio managers on the Passageway Managed Account platform.

Tanner Limon is an advisor at Fifth Third Securities, Inc. in Fort Thomas, KY, holding Series 63 and Series 65 credentials. He has one year of industry experience with prior roles at Northwestern Mutual and Fifth Third Bank. Fifth Third Securities, Inc. serves individual and institutional clients through investment advisory and brokerage channels, offering a variety of managed account programs on the Passageway platform, including mutual fund and ETF models, separately managed accounts, and direct indexing options. The firm operates as a wholly owned subsidiary of Fifth Third Bank and provides services to a broad client base including high-net-worth individuals, corporations, trusts, and retirement accounts.

Joseph Clift is a financial advisor with Fifth Third Securities, Inc. in Cincinnati, OH, holding the Series 63, Series 65, and Series 66 designations and 17 years of industry experience. His career includes roles at Fifth Third Bank, Bank of America, Merrill, Ameriprise Financial Services, Wells Fargo Clearing, and Citigroup Global Markets, as well as teaching positions at the University of Cincinnati and Gateway Community and Technical College. Fifth Third Securities, Inc. serves individual, high-net-worth, and institutional clients through investment advisory and brokerage channels, offering a variety of program types and portfolio management options via the Passageway Managed Account Program. The firm is a wholly owned subsidiary of Fifth Third Bank and provides both advisory and municipal advisory services.

John Lame, Jr. is a CFP® professional with six years of industry experience, currently serving as a financial advisor at Creative Planning. Prior to joining Creative Planning in 2020, he worked at Lenox Wealth Management for six years. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm employs a financial planning–led investment process focused on low-cost indexing and buy-and-hold strategies, supported by a large advisory team and integrated investment infrastructure.

Christopher Travis is a financial advisor with Commonwealth Financial Network, holding a Series 65 credential and three years of industry experience. His work history includes roles at Hillcrest Financial Group and St James White Oak. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of nearly 2,900 advisors and managing approximately $212.7 billion in client assets. The firm provides a comprehensive adviser-support platform with discretionary and nondiscretionary managed-account programs, third-party asset manager access, retirement and plan consulting, and custody/clearing services.

Garrett Cobb is a CFP® and holds a Series 65 license with five years of industry experience. He is currently with Mariner Wealth Advisors and has previously worked at Cassady Schiller Wealth Management, Meyer Capital Management, Baird, and Hilliard Lyons. Mariner serves a diverse client base, including high-net-worth individuals, pension plans, trusts, and charities, offering investment management, financial planning, retirement plan consulting, and access to pooled vehicles and third-party managers. The firm emphasizes discretionary, customized portfolios supported by in-house research and external managers, with a notable integration of tax and accounting services alongside traditional portfolio management.

Nolan Neville is a financial advisor at Cerity Partners LLC in Cincinnati, OH, holding a Series 66 designation with three years of industry experience. His prior roles include tenures at MassMutual Life Insurance Company, Skylight Financial Group, and Triplecrown Wealth Management. Cerity Partners advises a wide range of clients, including individuals, families, trusts, business entities, and institutional investors, managing approximately $166.2 billion in client assets. The firm offers customized wealth management services with an investment approach that combines proprietary quantitative methods, manager selection, and access to alternative and private market solutions.

Christopher Fallat is an advisor at Fifth Third Securities, Inc. in Cincinnati, OH, holding Series 63 and Series 65 credentials. He has been with Fifth Third Securities since 2026 and has prior experience with Fifth Third Bank, the Ohio Army National Guard, and several other organizations. Fallat is also engaged in an entrepreneurial venture with Amway. Fifth Third Securities, Inc. serves a diverse client base including individuals, high-net-worth clients, and institutions, offering investment advisory and brokerage services. The firm provides access to multiple investment programs through the Passageway Managed Account platform and operates as a wholly owned subsidiary of Fifth Third Bank.

John Stanovich is a CFP® with 15 years of industry experience, currently serving as a financial advisor at Cerity Partners LLC since 2023. He has held prior roles at ARGI Investment Services, LLC, TD Ameritrade, and Fidelity. Cerity Partners advises a wide range of clients, including high-net-worth individuals, families, institutions, and business entities, managing approximately $166.2 billion in assets as of December 31, 2025. The firm offers customized wealth management services and utilizes a client-specific investment framework that incorporates quantitative screening, manager selection, and access to alternative and private market solutions.

Christopher Field is a financial advisor at Hornor, Townsend & Kent, LLC with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Hornor, Townsend & Kent and Penn Mutual Life Insurance Co since 2019. Outside of his advisory role, he coaches a boys' basketball team at his son’s school. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through advisory programs, financial planning, and retirement plan consulting. The firm offers both discretionary and non-discretionary accounts and operates a dual-registered SEC advisory and broker-dealer platform with a focus on third-party asset manager relationships.